11A
NEE icon

10-15 Associates’s NextEra Energy NEE Stock Holding History

10-15 Associates’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$959K Sell
13,816
-852
-6% -$58.8K 0.19% 67
2020
Q2 		$881K Sell
14,668
-1,072
-7% -$64.2K 0.18% 66
2020
Q1 		$947K Sell
15,740
-392
-2% -$24.6K 0.22% 64
2019
Q4 		$977K Sell
16,132
-348
-2% -$20.3K 0.18% 71
2019
Q3 		$960K Sell
16,480
-1,212
-7% -$65.6K 0.2% 70
2019
Q2 		$906K Sell
17,692
-956
-5% -$47K 0.2% 69
2019
Q1 		$901K Sell
18,648
-2,892
-13% -$132K 0.19% 69
2018
Q4 		$936K Sell
21,540
-72,512
-77% -$3.17M 0.23% 63
2018
Q3 		$3.94M Sell
94,052
-8,220
-8% -$350K 0.88% 31
2018
Q2 		$4.27M Sell
102,272
-40
-0% -$1.61K 0.96% 30
2018
Q1 		$4.18M Sell
102,312
-8,380
-8% -$323K 0.99% 29
2017
Q4 		$4.32M Sell
110,692
-3,816
-3% -$147K 1.04% 28
2017
Q3 		$4.2M Sell
114,508
-4,980
-4% -$182K 1.06% 29
2017
Q2 		$4.19M Sell
119,488
-2,508
-2% -$85.7K 1.18% 27
2017
Q1 		$3.92M Buy
121,996
+1,620
+1% +$50.9K 1.07% 29
2016
Q4 		$3.6M Sell
120,376
-19,488
-14% -$582K 1.01% 31
2016
Q3 		$4.28M Sell
139,864
-2,604
-2% -$82K 1.19% 29
2016
Q2 		$4.64M Buy
142,468
+3,276
+2% +$98.4K 1.34% 28
2016
Q1 		$4.12M Sell
139,192
-6,664
-5% -$187K 1.28% 31
2015
Q4 		$3.79M Buy
145,856
+2,000
+1% +$50.6K 1.1% 29
2015
Q3 		$3.51M Sell
143,856
-7,260
-5% -$185K 1.2% 28
2015
Q2 		$3.7M Sell
151,116
-4,528
-3% -$115K 1.15% 28
2015
Q1 		$4.05M Sell
155,644
-68
-0% -$1.79K 1.35% 23
2014
Q4 		$4.14M Buy
155,712
+3,516
+2% +$88.8K 1.33% 24
2014
Q3 		$3.57M Sell
152,196
-11,208
-7% -$271K 1.2% 23
2014
Q2 		$4.19M Sell
163,404
-10,600
-6% -$258K 1.33% 25
2014
Q1 		$4.16M Sell
174,004
-4,316
-2% -$97.8K 1.36% 25
2013
Q4 		$3.82M Buy
178,320
+24,888
+16% +$525K 1.31% 24
2013
Q3 		$3.08M Sell
153,432
-2,844
-2% -$58.7K 1.28% 25
2013
Q2 		$3.18M Buy
+156,276
New +$3.1M 1.47% 22

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

10-15 Associates's NEE Position: Q3 2020 in Review

10-15 Associates reduced its NextEra Energy (NEE) stake by 5.8% in Q3 2020, selling an estimated $58.8K and leaving 13,816 shares worth $959K. The position accounts for 0.19% of the portfolio, ranked #67.

10-15 Associates first reported a position in NEE in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.64M in Q2 2016. 1,910 funds tracked by Wall St. Rank hold NEE as of Q3 2020.

  • 10-15 Associates held 13,816 shares of NextEra Energy worth $959K as of Q3 2020.
  • 10-15 Associates sold 852 NextEra Energy shares in Q3 2020, an estimated $58.8K.
  • NextEra Energy made up 0.19% of 10-15 Associates's portfolio in Q3 2020, its #67 holding.
  • 10-15 Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 30 quarters since.
  • 10-15 Associates's NextEra Energy position peaked at $4.64M in Q2 2016.
  • 1,910 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2020.

Based on 10-15 Associates's 13F filing for Q3 2020, filed 13 Oct 2020.